Remote Paraplanner & Exec Assistant to Financial Planner

D2B; United States; Remote; USD 14,000 - 16,000; Full time

Job summary

D2B is seeking a Paraplanner / Senior Executive Assistant to support a Financial Planner. This remote, dayshift role blends paraplanning with executive support, handling SOAs, ROAs, and service agreements while coordinating client workflows and AI-enabled tools.

Ideal candidates have 2+ years in Australian financial services, strong English communication, and meticulous attention to detail to maintain audit-ready files and drive client outcomes.

Qualifications

• Prepare SOAs and ROAs within Australian compliance and regulatory frameworks.
• Coordinate paraplanning and executive support tasks for Financial Planner.
• Support SMSF-focused client work and document coordination.

Responsibilities

• Manage end-to-end client review calendar and schedule appointments.
• Prepare client files and meeting packs; conduct strategy research.
• Draft and update SOAs, ROAs, and Ongoing Service Agreements; generate quotes.
• Coordinate implementation of financial advice and liaise with insurers and providers.
• Maintain compliant records in AdviserLogic and Google Drive; ensure version control.

Skills

Attention to detail

English communication

Time management

Client relationship

Tools

AdviserLogic

CRM systems

Job description

D2B is seeking a Paraplanner / Senior Executive Assistant to support a Financial Planner. This remote, dayshift role blends paraplanning with executive support, handling SOAs, ROAs, and service agreements while coordinating client workflows and AI-enabled tools.

Ideal candidates have 2+ years in Australian financial services, strong English communication, and meticulous attention to detail to maintain audit-ready files and drive client outcomes.